Copley Financial Group, Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 165,744
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 115 | 165,744 | 13F-HR | Copley Financial Group, Inc. |
| Q4 2025 | 2/17/2026 | 112 | 161,621 | 13F-HR | Copley Financial Group, Inc. |
| Q3 2025 | 11/18/2025 | 105 | 146,169 | 13F-HR | Copley Financial Group, Inc. |
| Q2 2025 | 8/13/2025 | 102 | 134,851 | 13F-HR | Copley Financial Group, Inc. |
| Q1 2025 | 7/9/2025 | 100 | 130,629 | 13F-HR/A - RESTATEMENT | Copley Financial Group, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 96.6 K | 58.3% | 0 | 47.59 K | -47.59 K |
| ETFs | 69.15 K | 41.7% | 51.71 K | 0 | 51.71 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
165,744
Holdings
115
QoQ value change ($000)
4,123
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.